Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS GROUP ADVISORS LLC | Common Stock | 5601 | $227,912 | 1,500 | 0.00 | 0.00 | 750 | 100.00 | 12-31-2023 |
ARGYLE CAPITAL MANAGEMENT INC | COM | 5602 | $270,570 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RINET CO LLC | COM | 5603 | $4,897,000 | 1,491 | 0.92 | 0.58 | 590 | 65.48 | 09-30-2021 |
ARBOR INVESTMENT ADVISORS LLC | Stock | 5604 | $267,323 | 1,482 | 0.00 | 1,482 | +Inf | 03-31-2024 |